Morningstar: Robeco’s Chris Hart is ‘best global equity investor’

Morningstar: Robeco’s Chris Hart is ‘best global equity investor’

26-04-2016 | Insight

Portfolio manager Chris Hart of Robeco BP Global Premium Equities is proclaimed ‘European Fund Manager of the Year’ by Morningstar in the category ‘global equity’. “Hart has vast experience as an analyst and portfolio manager and has proven himself a talented stock picker. The returns of his fund are impressive.“

  • Chris Hart
    Manager Robeco Global Premium Equities Fund
  • Stephan  van IJzendoorn
    van IJzendoorn
    Senior portfolio manager Global Fixed Income Macro

The prestigious Morningstar European Fund Manager of the Year Award was announced Tuesday 26 April. Morningstar writes about Hart: “Christopher Hart has vast experience as an analyst and portfolio manager. He moved to Robeco Boston Partners in 2002 where he started as an analyst before being appointed portfolio manager of the firm’s smallcap value fund in 2004.”

“Since July 2008, Hart has run global equities and he has been instrumental in the successful execution of the well-designed investment process that characterizes Robeco Boston Partners, which is based on valuations, business fundamentals, and momentum. Hart has also proven himself as a talented stock picker. His strong track record is primarily driven by consistent stock selection, adding value in almost all sectors, regions, and market capitalizations.”

“With the Robeco BP Global Premium Equities fund, Hart has beaten the category average in 89 percent of the 12-month rolling periods since his appointment in 2008, yielding top decile rankings during the three- and five-year periods. Risk-adjusted returns are also impressive and Hart’s personal investment in the strategy he runs aligns his interests with those of investors.”

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Seasoned, talented, and successful fund managers

The awards draw upon the qualitative analysis of Morningstar’s 30-member Europe, Middle East, and Africa (EMEA) manager research team to recognize the best fund managers on the continent. The awards are presented in three categories: European Equity, Global Equity, and European Fixed Income. To qualify for a nomination, at least one fund under a manager’s leadership must be a Morningstar Medalist – a fund that has garnered a Morningstar Analyst Rating of Gold, Silver, or Bronze. Robeco BP Global Premium Equities has a Silver rating.

A fund manager may be nominated, providing the fund associated with his or her nomination is available for sale in at least one European market.

“Each nominee undergoes rigorous evaluation using the five pillars of our Analyst Rating methodology to identify the best managers in the industry. Our analysis incorporates a deep look at the quality of the fund management, the strength of the investment process used to run the fund, the quality of the parent organization – including how it treats investors in its funds – performance, and costs”, says Morningstar’s Javier Saenz de Cenzano, Director of the Manager Research Practice EMEA. “All of our award winners have shown themselves to be seasoned, talented, and successful managers who have demonstrated outstanding stewardship of investors’ capital over the long term.”

Affirmation of longstanding investment strategy

Commenting on the award, Christopher Hart, portfolio manager of Robeco BP Global Premium Equities, said: “This award is a very special result and an unprecedented recognition. We are delighted that adhering to our three-circles approach focusing on valuation, fundamentals and momentum has paid off for our clients and has been recognized in the industry. We see this as an affirmation of our longstanding investment strategy at Boston Partners. ”

Robeco’s Sander Bus and Roeland Moraal of Robeco High Yield Bonds were nominated in the category ‘fixed-income Europe’.

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